Merge on Zoho Form Submit

How to merge documents on Zoho Form submit?

To merge documents on Zoho Form submit, do the following: 

1. Open Writer > Create New > Merge Template > Create from scratch.

2. Now go to Automate > Select Data Source and choose your data from Zoho Form.

3. Now add the fields accordingly in the document.

4. Go to When to Merge > On form submission.



5. After you're done adding the fields, you can also decide what you want to do with the output after merge under Choose output. Say for instance, you've chosen Allow respondents to download the document option.

6. To configure redirection post form submission, click on Zoho forms. This will redirect you to Zoho Forms.

7. Click on Run Merge. Now every time one of your respondents fills and submits the form, the data in the form will automatically get merged with your Writer template and your respondents will be able to download the document.




After the respondents download the document




For details refer : 

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now




                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • How to merge documents with main form data of Zoho Creator App?

                                                                                                    To merge Writer Documents with  Zoho Creator application's main form data , follow the below steps. Create or open the required document. Click More Options(☰)  > Automate > Merge Template Select Zoho Creator as your data source and wait while Writer ...
                                                                                                  • Merge Triggers

                                                                                                    Merge Triggers decide when the configured merge should run. It can also be scheduled by choosing a date & time or run on form submit. Manually/on trigger Select Manually/On trigger under 'When to merge'. Merge will be executed on clicking Run Merge. ...
                                                                                                  • How to merge Writer templates using Zoho Flow?

                                                                                                    We're working on a Zoho Flow-Writer integration to help you pick template documents from Writer, place merge fields on them and merge it with data from Zoho Services. Find below steps to merge Writer Documents and with Zoho Creator Form fields. Steps ...
                                                                                                  • Create Fillable Documents

                                                                                                    Introduction to fillable documents With Writer's fillable templates, you can create, distribute, and receive submissions on questionnaires, feedback forms, etc. Users can fill out these forms online with ease by entering information in the fields ...
                                                                                                  • How to add redirection & send merged document via email on form submit?

                                                                                                    To add redirection do the following: 1. Go to Create New > Fillable Template. 2. Once you've created your form with the necessary fillable fields, you're ready to send them out to respondents for them to fill it. 3. Now go to the Automate tab, and ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources